BTWM
EPAM icon

Baker Tilly Wealth Management’s EPAM Systems EPAM Stock Holding History

Baker Tilly Wealth Management’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$424K Buy
3,911
+222
+6% +$22.9K 0.08% 180
2026
Q2 		$293K Buy
3,689
+738
+25% +$78K 0.06% 223
2026
Q1 		$400K Buy
2,951
+1,090
+59% +$186K 0.1% 177
2025
Q4 		$381K Sell
1,861
-423
-19% -$75.4K 0.09% 189
2025
Q3 		$344K Buy
2,284
+560
+32% +$91.9K 0.08% 193
2025
Q2 		$305K Buy
1,724
+351
+26% +$58.7K 0.11% 182
2025
Q1 		$232K Sell
1,373
-92
-6% -$20.3K 0.09% 218
2024
Q4 		$343K Buy
1,465
+69
+5% +$15.3K 0.13% 171
2024
Q3 		$278K Buy
+1,396
New +$280K 0.12% 188

Other funds holding EPAM

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Baker Tilly Wealth Management's EPAM Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its EPAM Systems (EPAM) stake by 6% in Q3 2026, buying an estimated $22.9K and bringing the position to 3,911 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #180.

Baker Tilly Wealth Management first reported a position in EPAM in Q3 2024 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold EPAM as of Q3 2026.

  • Baker Tilly Wealth Management held 3,911 shares of EPAM Systems worth $424K as of Q3 2026.
  • Baker Tilly Wealth Management bought 222 EPAM Systems shares in Q3 2026, an estimated $22.9K.
  • EPAM Systems made up 0.08% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #180 holding.
  • Baker Tilly Wealth Management first reported a position in EPAM Systems in Q3 2024 and has held it in 9 quarters since.
  • 18 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.